Filer Name: ATLANTIC FAMILY WEALTH, LLC
CIK: 2012511
Period: 2024-12-31
Filed At: 2025-02-04
Number of Holdings: 43
Portfolio Value: $0.08B

Atlantic Family Wealth, Llc Top Holdings

Ticker Exchange Security Shares Value % of Portfolio Position Change Put/Call
IVV US ISHARES CORE S&P 500 ETF 48,362 $28M 33.66% - -
CDL US VICTORYSHARES US LARGE CAP H 348,486 $23M 26.92% - -
IVW US ISHARES S&P 500 GROWTH ETF 62,053 $6M 7.45% - -
VGT US VANGUARD INFO TECH ETF 6,724 $4M 4.94% - -
COWZ US PACER US CASH COWS 100 ETF 60,575 $3M 4.05% - -
CDC US VICTORYSHARES US EQ INCOME E 39,806 $2M 2.95% - -
AAPL US APPLE INC 7,757 $2M 2.30% - -
VFLO US VICTORYSHARES FREE CASH FLOW 45,070 $2M 1.82% - -
BRK/B US BERKSHIRE HATHAWAY INC-CL B 2,407 $1M 1.29% - -
VBK US VANGUARD SMALL-CAP GRWTH ETF 3,353 $1M 1.11% - -
AMZN US AMAZON.COM INC 3,093 $1M 0.80% - -
NVDA US NVIDIA CORP 4,989 $1M 0.79% - -
SPY US SPDR S&P 500 ETF TRUST 1,022 $1M 0.71% - -
IEUR US ISHARES CORE MSCI EUROPE ETF 10,728 $1M 0.68% - -
DGRO US ISHARES CORE DIVIDEND GROWTH 8,542 $1M 0.62% - -
BIV US VANGUARD INTERMEDIATE-TERM B 6,887 $1M 0.61% - -
AGG US ISHARES CORE U.S. AGGREGATE 5,049 $0M 0.58% - -
NUSI US NEOS NDQ-100 HG EQ INC ETF 17,717 $0M 0.55% - -
GOOGL US ALPHABET INC-CL A 220 $0M 0.49% - -
VIG US VANGUARD DIVIDEND APPREC ETF 2,130 $0M 0.49% - -
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